2024 Outlook

by Chase Lee, CFADecember 13, 2023
Every year since Doxa Capital began in 2015, this email was accompanied by our end of year note - except for this one. Instead we took the same format and put it into episode 11 of our podcast, Doxa Takes [blue link below]. We start off with the popular segment “what we got right & […]
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It's all about Rates

by Chase Lee, CFAOctober 5, 2023
After a few calm summer months where inflation decelerated and the labor market kept chugging along, a new market narrative has taken the driver’s seat: long-end interest rates. That’s not to say that rates have been docile over the past year, but most of the action has been on the short end, e.g. money markets, […]
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Mid-year "State of the Economy"

by Chase Lee, CFAJuly 21, 2023
Markets across the world closed out the first half of 2023 on a pretty good note, rebounding a good bit from the declines of last year. Sure, interest rates have increased a lot as the Federal Reserve tries to battle inflation, but put simply: the economy is resilient as it normalizes from the bullwhip effects […]
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Recession: To-Be or Not-To-Be?

by Chase Lee, CFAApril 4, 2023
Although markets had a decent first quarter, plenty of questions remain unsettled around the fate of inflation and interest rates, whether or not a recession will take hold, and more recently, a bank deposit crisis. Rather than unpack these events in our typical quarterly note, we put it all in episode 4 of our podcast, […]
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2023 Outlook

by Chase Lee, CFADecember 19, 2022
Doxa's take on what happen in 2022 and what lies ahead in '23.
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